Capital Markets Operations - Process Improvement Associate I

Testing Site - JPMC; Metro Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

Testing Site - JPMC in Metro Manila is seeking a Process Improvement Associate I to analyze data and prepare collateral files for submission to Federal Home Loan Banks and the Federal Reserve Bank. You will craft reports and presentations to support pledging operations and drive process improvements for regulatory compliance.

The role emphasizes SQL, Excel, Tableau, and Alteryx proficiency, with responsibilities spanning data gathering, testing rule changes, and cross-system reporting.

Qualifications

• Three years of experience with data analysis or loan collateral management.
• Advanced knowledge of Excel, Tableau, and SQL.
• Experience with Alteryx workflows.
• Strong organizational skills to ensure timely resolution of issues.
• Experience with mortgage industry business processes and procedures.
• Prior experience working with controls and audits.

Responsibilities

• Follow documented procedures to prepare files for review and submission to Federal Home Loan Banks and the Federal Reserve Bank.
• Suggest and implement improvements to procedures.
• Perform data analysis on the portfolio of loan collateral.
• Gather and review documents, data, and supporting evidence for collateral reviews, audits, and control testing.
• Test eligibility rule changes to ensure proper implementation.
• Build and execute SQL queries and Alteryx workflows.
• Compile and analyze data reporting across multiple systems.
• Support application testing and process improvement initiatives.
• Create reports and presentations to communicate findings and recommendations.

Skills

Data analysis

Presentation skills

Regulatory/process improvement

Organizational skills

Mortgage industry knowledge

Controls and audits

Tools

Excel

Tableau

SQL

Alteryx

Job description

Join our team and help shape the future of loan collateral management. Unlock your potential by working with data that drives critical business decisions. Be at the heart of a team focused on process improvement and operational excellence. Bring your expertise to support regulatory submissions and audits. Make your mark by contributing to innovative solutions and continuous improvement.

As a Process Improvement Associate I within the Collateral Management team, you will work directly with data and information, creating meaningful analyses, reports, and presentations to support the pledging operation. You will support the preparation and submission of loan collateral files to Federal Home Loan Banks and the Federal Reserve Bank. In this role, you will collaborate with team members to drive process improvements and ensure compliance with regulatory requirements.

Job responsibilities:

• Follow documented procedures to prepare files for review and submission to Federal Home Loan Banks and the Federal Reserve Bank
• Suggest and implement improvements to procedures
• Perform data analysis on the portfolio of loan collateral
• Gather and review documents, data, and supporting evidence for collateral reviews, audits, and control testing
• Test eligibility rule changes to ensure proper implementation
• Build and execute SQL queries and Alteryx workflows
• Compile and analyze data reporting across multiple systems
• Support application testing and process improvement initiatives
• Create reports and presentations to communicate findings and recommendations

Required qualifications, capabilities, and skills:

• Three years of experience with data analysis or loan collateral management
• Advanced knowledge of Excel, Tableau, and SQL
• Experience with Alteryx workflows
• Strong organizational skills to ensure timely resolution of issues
• Excellent presentation skills, including the ability to create decks for team presentations
• Experience with mortgage industry business processes and procedures
• Prior experience working with controls and audits

Preferred qualifications, capabilities, and skills:

• Experience supporting regulatory submissions to Federal Home Loan Banks or the Federal Reserve Bank
• Familiarity with process improvement methodologies
• Strong attention to detail and analytical skills